| 1 | NVIDIA CORP USD 0.001NVDA | 13,29% |
| 2 | NEBIUS GROUP N.V.NBIS | 7,35% |
| 3 | AMAZON COM INC USD 0.01AMZN | 6,3% |
| 4 | MICROSOFT COM USD0.00000625MSFT | 6,29% |
| 5 | ALPHABET INC CLASS AGOOGL | 6,27% |
| 6 | WESTERN DIGITAL CORP USD 0.01WDC | 5,57% |
| 7 | DREYFUS TRSY OBLIG CASH MGMT CL INS | 4,09% |
| 8 | THERMO FISHER SCIENTIFIC IN USD 1.0TMO | 2,67% |
| 9 | TAIWAN SEMICONDUCTOR M TWD 10.0 ADRTSM | 2,56% |
| 10 | BROADCOM INC NPVAVGO | 2,55% |
| 11 | ARISTA NETWORKS INC USD 0.0001ANET | 2,41% |
| 12 | LUMENTUM HLDGS INC USD 0.001LITE | 2,26% |
| 13 | META PLATFORMS INC USD 0.000006META | 2,25% |
| 14 | TWILIO INC USD 0.001TWLO | 2,21% |
| 15 | MONGODB INC USD 0.001MDB | 2,18% |
| 16 | SNOWFLAKE INC USD 1.0SNOW | 2,18% |
| 17 | NATERA INC USD 0.0001NTRA | 2,17% |
| 18 | SPOTIFY TECHNOLOGY SA EUR 0.000625SPOT | 2,15% |
| 19 | GE VERNOVA INC USD 0.01GEV | 2,07% |
| 20 | FERVO ENERGY CO USD 0.0001FRVO | 2,02% |
| 21 | ASTERA LABS INC USD 0.0001ALAB | 2% |
| 22 | CROWDSTRIKE HLDGS INC USD 0.0005CRWD | 1,95% |
| 23 | MERCK + CO INC NEW USD 0.5MRK | 1,95% |
| 24 | GOLDMAN SACHS GROUP INC USD 0.01GS | 1,91% |
| 25 | MATCH GROUP INC NEW USD 0.001MTCH | 1,85% |
| 26 | TESLA INC USD 0.001TSLA | 1,84% |
| 27 | LILLY ELI + CO NPVLLY | 1,84% |
| 28 | MERCADOLIBRE INC USD 0.001MELI | 1,51% |
| 29 | ABIVAX SA EUR 0.01 ADRABVX | 1,49% |
| 30 | SPACE EXPL TECHNOLOGIES C USD 0.001SPCX | 1,17% |
| 31 | TALEN ENERGY CORP NEW USD 0.001TLN | 1,16% |
| 32 | ANTHROPIC PBC | 1,13% |
| 33 | RENESAS ELECTRONICS CORP NPV ADRRNECY | 0,79% |
| 34 | 2026 VDC LP | 0,25% |
| 35 | Cash | 0,18% |
| 36 | OPEN AI GROUP PBC | 0,12% |
